Christopher Scholtes

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Wilmington, IL 60481

Credentials

Series 66

Industry experience

2 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Wealth management

Occupation focus

Educators, Teachers, and Academics Sales Professional

Demographic focus

Young Professionals Established Professionals

Work history

Edward Jones

2023 - Present (3 years)

MetLife

2000 - 2023 (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Dean S

Series 66

Wilmington, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy Founder/Business Owner Newlywed/Engaged Young Families Intergenerational Families

Connor S

Series 66

Coal City, IL

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Wealth management

Skye B

Series 66

Frankfort, IL

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner

Lara S

Series 63, Series 66

Channahon, IL

Fidelity

Lara Stehlik is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been with Fidelity since 2021, progressing from Financial Consultant to Planning Consultant before her current role, which she began in 2024. Prior to joining Fidelity, Lara worked as a Financial Advisor and Branch Office Administrator at Edward Jones from 2016 to 2021, and as a Relationship Manager at JPMorgan Chase from 2014 to 2016. Throughout her career, Lara has focused on helping clients build financial plans tailored to their goals, leveraging the tools and resources available through her roles. Her experience spans various aspects of financial advising and planning, emphasizing client support and benefits consultation. Outside of her professional work, Lara enjoys board games, fitness activities, hiking, social events with friends, and volunteering.

General retirement planning Retirement income strategy Income planning

Ryan C

Series 63, Series 65

Minooka, IL

Fidelity

Ryan Carey is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he focuses on assessing clients' financial situations, collaborating with them to develop tailored financial plans, and implementing those plans while monitoring progress to ensure alignment with their goals. He has 19 years of experience in the financial services industry, having held various financial consultant and planning consultant positions. Prior to his current role, he worked at Fidelity Investments as a Planning Consultant from 2021 to 2022, at Merrill Edge as a Premier Life Services Relationship Consultant from 2018 to 2021, at LPL Financial as a Financial Consultant from 2016 to 2018, at World Equity Group as a Financial Consultant from 2014 to 2016, and at J.W. Cole Financial as a Financial Consultant from 2006 to 2014.

Financial Professional

Michelle D

Series 66

Channahon, IL

Edward Jones

General retirement planning Wealth management
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